Downloads

Discretionary Management

Discretionary Management Registration Form

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

Discretionary Management Registration Form Fillable

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

Advisory Management

Advisory Management Registration Form

Additional registration forms for pensions and corporate accounts are available upon request.

Advisory Management Registration Form Fillable

Additional registration forms for pensions and corporate accounts are available upon request.

Custody Plus

Custody Plus Registration Form

Custody Plus Registration Form Fillable

One-Off Sales

Execution Only Certificated Sales Form

EXECUTION ONLY ATTORNEY SALES FORM Fillable

Execution Only Certificated Sales Form Fillable

Execution Only Attorney Sales Form

Individual Savings Account

Online Valuations

Online valuation service user guide

Administration of Deceased Estate

Execution Only Estate registration Form

Execution Only Estate registration Form Fillable

Professional Partners

Professional Partners Estate & Probate Service sheet

Additional Executors Form

Execution Only Estate registration Form

Execution Only Estate registration Form Fillable

Ancillary

Nominee Transfer Form (individuals)

Terms & Conditions Declaration Form

Nominee Transfer Form Fillable (individuals)

Terms & Conditions Fillable Declaration Form

Service Summary Key Features overview

Click on the topics below to view the relevant downloadable documents.

Discretionary Management

DISCRETIONARY MANAGEMENT REGISTRATION FORM

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

DISCRETIONARY MANAGEMENT REGISTRATION FORM FILLABLE

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

Advisory Management

ADVISORY MANAGEMENT REGISTRATION FORM

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

ADVISORY MANAGEMENT REGISTRATION FORM FILLABLE

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

Custody Plus

CUSTODY PLUS REGISTRATION FORM

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

CUSTODY PLUS REGISTRATION FORM FILLABLE

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

One-Off Sales

EXECUTION ONLY CERTIFICATED SALES FORM

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

EXECUTION ONLY CERTIFICATED SALES FORM FILLABLE

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

EXECUTION ONLY ATTORNEY SALES FORM

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

EXECUTION ONLY CERTIFICATED SALES FORM FILLABLE

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

Individual Savings Account

ISA APPLICATION FORM

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

ISA APPLICATION FORM FILLABLE

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

ISA TRANSFER FORM

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

ISA TRANSFER FORM FILLABLE

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

Online Valuations

CLIENT USER REGISTRATION FORM

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

ONLINE VALUATION SERVICE USER GUIDE

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

PASSWORD RESET INSTRUCTIONS

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

Administration of Deceased Estate

EXECUTION ONLY ESTATE REGISTRATION FORM

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

EXECUTION ONLY ESTATE REGISTRATION FORM FILLABLE

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

ADDITIONAL EXECUTORS FORM

Additional registration forms for trusts, pensions and corporate accounts are available upon request.

Professional Partners

PROFESSIONAL PARTNERS ESTATE & PROBATE SERVICE SHEET

Brief explanation of the document would go here.

EXECUTION ONLY ESTATE REGISTRATION FORM

Brief explanation of the document would go here.

EXECUTION ONLY ESTATE REGISTRATION FORM FILLABLE

Brief explanation of the document would go here.

ESTATE & PROBATE SERVICE SCHEDULE OF CHARGES

Brief explanation of the document would go here.

ADDITIONAL EXECUTORS FORM

Brief explanation of the document would go here.

Ancillary

RISK & DIVERSIFICATION

Brief explanation of the document would go here.

GLOSSARY

Brief explanation of the document would go here.

CREST TRANSFER FORM

Brief explanation of the document would go here.

TERMS & CONDITIONS

Brief explanation of the document would go here.

TERMS & CONDITIONS DECLARATION FORM

Brief explanation of the document would go here.

TERMS & CONDITIONS FILLABLE DECLARATION FORM

Brief explanation of the document would go here.

NOMINEE TRANSFER FORM (INDIVIDUALS)

Brief explanation of the document would go here.

NOMINEE TRANSFER FORM FILLABLE (INDIVIDUALS)

Brief explanation of the document would go here.

SERVICE SUMMARY KEY FEATURES OVERVIEW

Brief explanation of the document would go here.

Our Values

Service-led: we genuinely care about our clients and their hopes for the future

Our mission is to build trust, provide clear and comprehensible advice, be accessible to our clients and strengthen relationships that last across the generations.

Authorised and regulated by the Financial Conduct Authority

Member of the London Stock Exchange

Farley & Thompson LLP is a Limited Liability Partnership registered in England and Wales under number OC324180

Registered address: Pine Grange Bath Road Bournemouth BH1 2NU

Who are we?What do we offer?useful downloads useful Links Get in touch join our team Stay Safe Online Review us on google Review us on google

REGULATORY INFORMATION Conflicts of Interest Policy IFPR Disclosure Privacy Notice Order Execution Policy Complex Financial Instruments declaration Engagement Policy Regulatory Document Amendments

01202 295000

enquiries@farleyandthompson.co.uk

Data Protection Site Terms & Conditions Cookies Accessibility

Photography by Phil Jackson, Harbour View Photography

Your capital is at risk. The value of investments and any income from them can fall as well as rise and you may get back less than you invested.

WHAT DO WE OFFER?

Downloads

Discretionary Management

Discretionary Management Registration Form

Discretionary Management Registration Form Fillable

Advisory Management

Advisory Management Registration Form

Advisory Management Registration Form Fillable

Custody Plus

Custody Plus Registration Form

Custody Plus Registration Form Fillable

One-Off Sales

Execution Only Certificated Sales Form

EXECUTION ONLY ATTORNEY SALES FORM Fillable

Execution Only Certificated Sales Form Fillable

Execution Only Attorney Sales Form

Individual Savings Account

ISA application form

ISA transfer form fillable

ISA application form fillable

ISA transfer form

Online Valuations

Client user registration form

Online valuation service user guide

Password reset instructions

Administration of Deceased Estate

Execution Only Estate registration Form

Execution Only Estate registration Form Fillable

Additional Executors Form

Professional Partners

Professional Partners Estate & Probate Service sheet

Additional Executors Form

Execution Only Estate registration Form

Execution Only Estate registration Form Fillable

Ancillary

Risk & Diversification

Terms & Conditions

Nominee Transfer Form (individuals)

Glossary

Terms & Conditions Declaration Form

Nominee Transfer Form Fillable (individuals)

Crest Transfer Form

Terms & Conditions Fillable Declaration Form

Service Summary Key Features overview

Discretionary Management

DISCRETIONARY MANAGEMENT REGISTRATION FORM

DISCRETIONARY MANAGEMENT REGISTRATION FORM FILLABLE

Advisory Management

ADVISORY MANAGEMENT REGISTRATION FORM

ADVISORY MANAGEMENT REGISTRATION FORM FILLABLE

Custody Plus

CUSTODY PLUS REGISTRATION FORM

CUSTODY PLUS REGISTRATION FORM FILLABLE

One-Off Sales

EXECUTION ONLY CERTIFICATED SALES FORM

EXECUTION ONLY CERTIFICATED SALES FORM FILLABLE

EXECUTION ONLY ATTORNEY SALES FORM

EXECUTION ONLY CERTIFICATED SALES FORM FILLABLE

Individual Savings Account

ISA APPLICATION FORM

ISA APPLICATION FORM FILLABLE

ISA TRANSFER FORM

ISA TRANSFER FORM FILLABLE

Online Valuations

CLIENT USER REGISTRATION FORM

ONLINE VALUATION SERVICE USER GUIDE

PASSWORD RESET INSTRUCTIONS

Administration of Deceased Estate

EXECUTION ONLY ESTATE REGISTRATION FORM

EXECUTION ONLY ESTATE REGISTRATION FORM FILLABLE

ADDITIONAL EXECUTORS FORM

Professional Partners

PROFESSIONAL PARTNERS ESTATE & PROBATE SERVICE SHEET

EXECUTION ONLY ESTATE REGISTRATION FORM

EXECUTION ONLY ESTATE REGISTRATION FORM FILLABLE

ESTATE & PROBATE SERVICE SCHEDULE OF CHARGES

ADDITIONAL EXECUTORS FORM

Ancillary

RISK & DIVERSIFICATION

GLOSSARY